Installation Steps
Post Installation Guide
How to provide a license
How to provide permission
How to map numbers & where to see all the numbers and what’s not assigned
How to create SMS templates

Installation Steps

To install the apps, please click on the link below:

Post Installation Guide

Click on the Gear icon and Go to Setup.
Search for Custom Setting in Quick Find Box.
Click on Manage of “SMS Credentials”.

Enter the details as shown in below picture.

Search for Custom Setting in Quick Find Box.
Click on Manage of “Data Transfer Settings”.

Click on Edit of “InboundSMS_Query_Label”.

Enter the details as shown in below picture.

In value section, Enter following query :-

FIND {0} IN ALL FIELDS RETURNING Contact(Name, Id ORDER BY LASTMODIFIEDDATE DESC LIMIT 1) LIMIT 10

(Change Object Name in Query as per requirement)

Now, Go to Custom Settings and Click on Manage of “Features Entitlement“.
Mark the checkbox true for SMS.

Go to Object Manager and Go to the source object.
Click on Page Layouts

Add SMS Messages into Related List

SMS Number - User Mappings:

Go to SMS from App Launcher
Go to SMS Number - User Mappings tab and click on New.
For SMS Registered #, Click on New SMS Registered #,

Enter the number and Save.

Map the user and Click on Save.

Update SMS Templates:

Go to SMS and eFax Application.
Go to SMS Templates tab.
Click on New

Click Next and Update the SMS/Email/Message Fields According to Business requirements.
Update the fields according to the business requirements.

Now, Go to Setup and search “Custom Metadata Types” in Quick Find Box.

Click on “Manage Records“ of SMS Configuration.
Click New.
Enter the details as shown below:

For Label, Enter Object name
For UI DropDown Options, Enter the required Phone field. In above picture, the required field is Phone only , if the requirement is of more than one field, write as comma separated value. (Example :- Phone,MobilePhone).
For Type, Select SMS
For SMS Opt Out, Enter the API name of SMS Opt out field

(Note : If Source Object is other than Contact, Please create SMS Opt Out field)

Creating Salesforce Site:

Click on the gear icon and go to setup.
In the quick find box search for sites.

Click New

Provide the required information(Label, Name, etc.) as shown in below picture.

Click Save.

Apex Class Assignment to Site Guest User:

In Global search, Search for Site Guest User.
Click on the site name which we have created just now.

Click on the profile.
Click on Enabled Apex class Access.

Provide Access to below classes.

cm_datatransfer.InBoundMessageParser

cm_datatransfer.InboundMessageWebhook

cm_datatransfer.SMSMessageTriggerHandler

cm_datatransfer.SMSMessageUtility

cm_datatransfer.SMSMessageWrapper

SMS Inbox:

For SMS Inbox functionality, follow the below steps :

Go to SMS Message object
Click on Fields and Relationships
Search for SObject Name field

(Note : If Source object is other Contact, Please create SObjectName field using the below formula

IF(Lead__c <> NULL, Lead__r.FirstName + ' ' + Lead__r.LastName, Name)

Please change the Source Object Name accordingly)

Go to Custom Settings
Click Manage of Data Transfer Settings

Create new entry named SObjectNameInbox. (If you don’t find entry for SObjectNameInbox)
For Value, Enter the API name of SObject Name field

Click Save

Remote Site Settings:

Note : Please check if there is site named SMSAPISite and it is Active, If not then perform following steps :

Enter Remote Site Settings in Quick Find Box.
Click on New Remote Site.

Enter the details as shown in below picture.

Click Save.

Congratulations! You have successfully installed the Application.

How to provide permission

We need to provide permissions to the users who will be using the application so that the users have access to the object and fields of this application.

Go to Setup.
Find Permission sets in Quick Find Box as shown below:

Click on Cloud Maven SMS.

Click on Manage Assignment Button

Click on Add Assignments

Click on Assign and assign the permission set to the required users.

Save it.

How to provide licenses

Licences are provided so that the user can access our applications.

Go to Set up.
Find Installed Packages in Quick Box.

Click on Manage Licenses of the Application in which users are needed to given licenses and to remove license of an existing user.

Save it.

How to map numbers & where to see all the numbers and what’s not assigned?

The numbers are mapped so that the users are assigned a particular number from which they can send the outbound messages.

To Map the numbers, follow the below steps:

Log in to the org.
Click on App Launcher, and search for SMS and Efax Guru App.

Open the SMS & eFax Guru Apps.
Click on Number User Mapping.

Click on New (if user is being assigned a new number).

In the user section, you can search for the user who is present in the org and you want to assign the number.

Find the registered Numbers in SMS Registered# Field
Mark the checkboxes true for IsActive & isdefault.
Save it.

We can see a number is assigned to particular user by clicking on SMS Number - User Mapping as shown in the screenshots below. It will also be visible in the ‘from' side of the chatbox.